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We Want to Draft Your Legacy

Should Florida Seniors Get Married?

March 30, 2020
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
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Big Mistakes in Planning for Florida Retirement

March 27, 2020
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.
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How Bad Will Your Florida Estate’s Taxes Be?

March 26, 2020
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
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Protecting the Financial Future of Florida Children with Special Needs

March 25, 2020
Raising a child with special needs means extra health, safety and planning challenges that can be more stressful and expensive.
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Coronavirus: Execute Your Florida Designation of Health Care Surrogate, Now

March 24, 2020
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
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Florida Estate Planning Is For Everyone

March 23, 2020
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
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Do You Need a Florida Revocable Trust?

March 20, 2020
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
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Is Life Insurance Good for My Florida Estate Plan?

March 19, 2020
Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
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C19 UPDATE: Florida Employers Now May Help Employees with Tax-Free Direct Disaster Relief Assistance

March 18, 2020
On March 13 President Trump declared a national emergency due to extraordinary circumstances resulting from Coronavirus. This Declaration opens up new methods for employers to provide tax-favored financial assistance to employees affected by the virus.
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When Is It Time For My Dad To Give Up The Car Keys?

March 18, 2020
Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.
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Welch Law, PLLC

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Jupiter, FL 33458

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